ONE-TWENTY TWO: Trading Financial Markets
Exploring the poetry in financial markets for students of money and economy since the year 2000.
Housing Market Intro and Summary What happened in the housing market in May, 2025? Tariff pressures and economic chaos subsided, yet the stocks of home builders did not benefit as spring failed to deliver sufficient demand to meet soaring inventories. Mortgage rates trended higher again and home prices continued higher. While new home sales reached … Read more
Housing Market Intro and Summary What happened in the housing market in April, 2025? Macro-economic headlines and conditions dominated the environment with tariff pressures and chaos at the center. The economic uncertainty cascading from the burden of tariff policy permeated results from homebuilder and consumer sentiment, housing starts, and existing home sales. New home sales … Read more
Housing Market Intro and Summary What happened in the housing market in March, 2025? The bear market deepened for housing related stocks as they fell off the edge of a deeper malaise. Growing economic warfare between the U.S. and the world and the resulting chaos is adding to housing woes along with the usual culprit … Read more
Housing Market Intro and Summary What happened in the housing market in February, 2025? The bear market that scarred the landscape for builders returned. After January’s bear market, relief, the bear market is back and more deeply entrenched. The stocks and the housing data are even on the edge of a deeper malaise. On-going declines … Read more
Housing Market Intro and Summary What happened in the housing market in January, 2025? The bear market that scarred the landscape for builders came to an end just ahead of an important December inflation report. Relief from that report combined with relief from a builder’s earnings report helped to seal the deal on the three … Read more